Heritage Wealth Advisors’s Oneok OKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.2K | Hold |
934
| – | – | ﹤0.01% | 263 |
|
|
2025
Q1 | $92.7K | Sell |
934
-7
| -0.7% | -$695 | ﹤0.01% | 249 |
|
|
2024
Q4 | $94.5K | Sell |
941
-6
| -0.6% | -$602 | ﹤0.01% | 252 |
|
|
2024
Q3 | $86.3K | Buy |
947
+47
| +5% | +$4.28K | ﹤0.01% | 280 |
|
|
2024
Q2 | $73.4K | Hold |
900
| – | – | ﹤0.01% | 278 |
|
|
2024
Q1 | $72.2K | Sell |
900
-866
| -49% | -$69.4K | ﹤0.01% | 295 |
|
|
2023
Q4 | $124K | Buy |
1,766
+300
| +20% | +$21.1K | 0.01% | 248 |
|
|
2023
Q3 | $93K | Buy |
1,466
+866
| +144% | +$54.9K | 0.01% | 255 |
|
|
2023
Q2 | $37K | Hold |
600
| – | – | ﹤0.01% | 352 |
|
|
2023
Q1 | $38.1K | Hold |
600
| – | – | ﹤0.01% | 343 |
|
|
2022
Q4 | $39.4K | Hold |
600
| – | – | ﹤0.01% | 353 |
|
|
2022
Q3 | $30.7K | Hold |
600
| – | – | ﹤0.01% | 341 |
|
|
2022
Q2 | $33K | Buy |
+600
| New | +$33K | ﹤0.01% | 370 |
|
|
2020
Q1 | – | Sell |
-18
| Closed | -$1.36K | – | 544 |
|
|
2019
Q4 | $1.36K | Buy |
+18
| New | +$1.36K | ﹤0.01% | 630 |
|